Internal automation hub — one click, and it talks to your back office for you.
Connected to Intelligent OfficePull a client's live fund values from iO and produce a branded valuation report — filed and sent automatically.
Open the digital LOA — client signs on their phone, you get the signed PDF, it files into iO.
See who's due, who's booked, and prep their packs. Invites and reminders go out automatically.
Send the client a personalised fact-find link — their answers write straight back into iO, with no re-keying.
🔒 Page is locked to your staff (Cloudflare Access). The iO keys live on the server — never in the browser — so nobody using this page can see or copy them.